 So John is showing us what's going on there. John, give us a shot of what it's like there. This is the live press conference. It looks pretty sparse. Doesn't look like there's a ton of people there, although John is probably outside. There we go. Okay, there's the press conference. Now, as I said, there would be tens of thousands of people inside the Oracle Open World Moscone Center press conference or speech that Marco is going to give. You can see here that it looks like there's maybe 50 to 100 people at the St. Regis. And so certainly fewer people. But I have no doubt that Benioff is going to have a major message here and probably going to take some shots at Oracle and at Allison. They're going to continue their urinary Olympics. I have no doubt I would predict. You can see here, John Furrier scanning the room with the reporters. While it's smaller, there's a lot of important people there. We have no doubt. A lot of journalists, a lot of influencers are John Furrier on the ground. You can see the cameras. Very exciting happening. Larry Ellison canceled Mark Benioff's. There's Mark Benioff right there. Canceled Benioff's speech today. Benioff is getting ready to start. And we're just getting started right now. Can we get the sound in? At 3.30 in the afternoon yesterday, we got a phone call that we had been canceled. And at 3.30 in the afternoon yesterday, we pulled this together so I'd like to thank my team very much for doing this. Thank you. And now Oracle is saying that we can go on tomorrow at 8 a.m. when the show is over, so I want to thank Oracle for that. They also offered an 8 a.m. slot on Sunday at their new Alcatraz America's Cup facility. Thank you also, Oracle, for that opportunity. I want to also acknowledge my mother who's here. Can you stand up, please? Thank you. And she came because she is very upset with me that I pissed Larry off so badly that he canceled my keynote. So I want to apologize to my mother and to Larry. And look, we're just excited to have you here. You know, this show, Oracle Open World, has been mostly been about this. It's been mostly been about a next-generation mainframe computer. And the disappointment for me is that when I was at Oracle, when we used to put on Oracle Open World, Oracle Open World was about ideas and the industry and what was next happening, you know, and what we could get excited about and motivated about. And, you know, it's just my personal philosophy that this is not the next great thing in our industry, that there is something really exciting happening in our industry, something amazing that is happening in our industry, something spectacular that we need to tap into, that we need to connect to to transform our industry to get away from proprietary hardware, to get away from the proprietary software and to move into something that we call the cloud. And I think that that's the fundamental premise. I think that's why, indeed, we were canceled this morning. You know, that's not the message that Oracle wants. This is the message that Oracle wants. I respect that, you know, but we're not here to sell more computers this morning. That's not our premise. Our premise is to do something else, is to open a door for you, to show you a new world, to show you an opportunity to create a new industry, to create growth in our industry, to create jobs in our industry, to create an economy in our industry. Because at this incredible time in the world, that's what we need. We need advancement. We need these new ideas. And I'm going to show you how to do it. Now, before I start, salesforce.com is a publicly traded company. This is our new BAMS Safe Harbor statement. And you can see here, this presentation is covered by the Safe Harbor, this is also on our website. For 13 years now, we've been marching on stages and restaurants and venues all over the world with this message. The world is changing. That we can step away from the prioritariness, from the lock-in, and that we can move to a new open world. And we can do that through cloud computing. And the market has rapidly responded to us. Of course, we'll do more than $2 billion in revenue this year. We now have more than 100,000 customers who are using Salesforce's services worldwide. How many people here are Salesforce customers? Do we have any here? All right, we have a few. Fantastic. And we deliver now 36 billion transactions a quarter to our customers all over the world. And Salesforce magazine just chose this as the number one most innovative company in the world. It's not just a new technology model to us. It's not just a new business model to us. It's also a new philanthropic model. And here at Oracle OpenWorld, our booth is not a technology booth. It's a philanthropic booth. And we've been inviting Oracle OpenWorld attendees to do something which is to participate in our philanthropy, to join us and to help to build a better world right there at Oracle OpenWorld. And that this model is that you can take 1% of your equity, 1% of your time, and 1% of your profits. And today we run over 10,000 nonprofits for free. We deliver hundreds of thousands of hours of community service. And we've given away more than $24 million in grants. Okay. A next slide, please. Oh, sorry. I have a clicker. Look. We have strong growth in this industry and the cloud. That's why the cloud is so important. You look at companies like Apple, like Amazon, like Google, Groupon, Salesforce, Facebook, we're creating jobs, we're creating new ideas, we're creating innovation. And that's empirical. I love about my job. What I love about my job is that when you create this new technology, when you create this new advancement, our industry moves forward. You know, we moved from the mainframes led by Thomas Watson, and then we moved into the mini-computers led by Ken Olson at Deck. And then we moved into PCs with Bill Gates. And then we've moved into cloud computing, really led by Google Larry and Sergey, and then we were able to move into the mobile cloud computing by the really great Steve Jobs. Amazing. And now we're being ushered into an amazing new era by Mark Zuckerberg. Incredible. A social revolution. It's a bigger, more exciting opportunity than we have ever seen in our industry before. And this social revolution is actually how our team, and I want to talk about that today, I want to change my keynote just to talk about this, if you want to call this a keynote. I want to change my keynote to talk about how we were able to use this new technology to turn on the dime yesterday starting at 3.30 to get this facility to put this together to get the word out to let all of you know that this is what's happening right now. I don't think we could have done that two years ago, or three years ago, or five years ago, but we can do it today. And it's that same technology that's bringing down countries in the Middle East. You look at what's happening in Tunisia. You look at what's happening in Egypt. You look at what's happening in Israel. You even look at what's happening now on Wall Street. This is the power of the social media. This is the power of the social technology. It's the social technology that is shaking our industry at a core. And it's our opportunity to grab that social technology and transform our own lives and our own businesses and our own industry to create something new. Forbes magazine's cover story this week is all about that. It's not about hard power. It's not about soft power. It's about social power. And it's really about that you have to listen to customers and employees in a whole new way. And if you are not listening to your customers and employees, if you are not paying attention to what's going on with them, then you will face what HP has faced. You will face what Netflix has faced over the last several weeks. We've all seen that. You look at the precipitous crime and their equity value at Netflix right after the CEO issued his blog and 27,000 of his customers went to the blog to comment on it, drove his stock price down and transformed his industry and his company in a day. That's social power and that's what we can do in our industry today. This social revolution is changing all of our lives. How many people in this restaurant are on Facebook or Twitter? Raise your hand. Everybody. It's amazing. 22% of our time today of internet time is social. And these social networks are really grabbing the internet. They're transforming user behavior. We can see that. We can see the web is shrinking. It's being absorbed by great companies like Facebook. We're going to hear in a few minutes from Facebook's chief information officer who's here to support us, Tim Campos. And we're going to hear how he has been able to take this technology to transform the world. We're spending four hours a month on Facebook. The web is dying. Social networks are taking over. And it's a combination of networks are taking over. And it's incredible synergy with mobility. An incredible synergy with mobility. Look at this. We're spending more time on our mobile devices accessing the web. More time. We just had an interruption in the feed. We'll get it right back. We are live from Oracle Open World 2011. This is Dave Vellante of wikibond.org at siliconangle.com. Live coverage, breaking news, Mark Benioff at Oracle Open World that was kicked off. We see a dramatic shift to mobility. A dramatic shift to smart phones, to tablets. And PCs are dying off. And notebooks are dying off. And we get this next generation of devices. This is what's happening in our industry. This is what's exciting. This is the change. This is the transformation that we need. This is technology, the mobile technology. It's the cloud technology. This is a social revolution. And it's also about developers. How many people here have bought an app on Apple's App Store? Raise your hand. Of course, everybody. But look at this. The Android App Store, the Apple App Store, the Facebook apps. Millions of apps emerging in marketplaces and in next generation technologies and in new platforms. This is a social revolution. And it's not just about the consumer. It's not just about the consumer. It is about enterprise. And it's about enterprise. If you look at CIOs embracing this and saying, we want this. We want this change. We want this transformation. But is that what we're hearing at this conference? Are we hearing that the future of our industry is social? That the future of our industry is mobile? That the future of our industry is cloud? That it's just you. It's a contrarian position. It's a contrarian position that causes the canceling of the keynote. That it's the canceling of the keynote. That it's these very forces that you can be mubarak and say it doesn't exist. You know? You can say it doesn't exist. You can say we don't want to hear about it. But the reality is that people now have an alternative way of communicating. You don't have to have the formal Oracle Open World communication to reorganize in a few hours. You can use social media. That's how you all got here, right? How many people here found out about this through social media? Raise your hands, of course, everybody. But this social revolution has created a social divide. And that's what I'm spending all my time thinking about. How can I help my customers do this? We just did. Great demand. Great change. Great transformation using these tools. This social divide has to be solved because there are still many people at Oracle Open World who didn't even know that this happened. They're still dealing in companies who aren't on social networks. But less and less, less and less because customers are going social. Employees are going social. But are our companies going social? Are enterprise going social? As I travel around the world and right after this keynote I'm flying today to Ohio to deliver a keynote tomorrow and my message again is we have these tools to now create demand, create growth, create jobs. We can change. We can advance our industry. But how do you do it? And that's what we have been spending our time thinking about. How do we do it? And we put that philosophy into action yesterday at 330 and we said yes we can do it. We can create this at the Amir Restaurant. We can move the keynote. It doesn't matter what Oracle thinks. We can create it. We can change. We can advance. And let me tell you the few things that we did to make that happen. We took our three-step formula for creating a social enterprise and we put it into place. We know that step one is creating that customer social profile. We keep track of what our customers handles are and we're monitoring them on Facebook and on Twitter. Where most of you found out about this. We're not just keeping track of their name and address and phone number. We're able to rapidly respond. We're keeping track of things that they're saying about us in the public forum and we're able to communicate back out to them. I want to show you that today. And then our employees are on a private social network called Chatter. I think a lot of you have heard about Chatter because we have over 100,000 live Chatter networks and we were able to immediately collaborate and put these tools into action and say let's get posters made. Let's get the AV vendor set up. Let's make the changes so that we can get all of our employees coordinated. It was almost the end of the work day. It didn't matter because with Chatter and with an employee social network we were able to align everybody together. We were able to move more rapidly and then three we were able to reach out to our customers through customer social networks and through our product social networks and say wow are we going to fill an empty restaurant? No because it's not just by the way here in our restaurant. I'm sure you know we have a line of about a thousand people down the block who couldn't get in here. We were able to put this into action because we have rewritten our architecture. We have rewritten our product to reflect this new world. We created a new service called data.com so that we can keep track of everybody's current information. We created our own database as a service database.com and since our Oracle and since we announced it a year ago at our Dreamforce conference and we brought it live database.com now has 5000 databases that it's managing for customers all over the world just in the past few weeks since it's live at Dreamforce. And then we built application development and deployment environments like force.com where what we just announced at the F8 conference with Facebook, Heroku where we've now seen hundreds of thousands of new applications getting built on this architecture. We now have about 370,000 applications now on Heroku incredible advancement Facebook has made changes to more closely aligned with the platform. And then our sales cloud, our service cloud our radian 6, our marketing cloud, our app exchange our social layer and then we wrote an HTML5 user interface so that our customers can access our technology wherever it is on their iPads, on their iPhones and the restful APIs to get all the access. But all of it is built this whole architecture is built on the cloud it's built on a cloud that is fast, it is easy it is open, it is for everyone it is democratic it's portable it doesn't lock you in and you build your applications with Facebook with Ruby on Rails and you don't like our cloud you can go to another cloud it is not proprietary it's open but that's not the message of this show the message of this show is proprietary hardware and software is the future and our message as we go around the world is beware of that false cloud beware of the false cloud because it is not efficient it is not democratic it is not economical, it is not environmental it is not open we have the opportunity to create a new industry that's not proprietary that's based on cloud computing and last year at Oracle Open World at least the opening keynote they said well we actually have cloud computing too we haven't even heard that here today that's amazing and over the last six months as I've gone around the world and this is my travel schedule and I've done presentations in restaurants like this all over the world no this is my only restaurant ladies and gentlemen that I do this is my only restaurant as I've done presentations in places like this all over the world this is what I keep hearing from customers that they want to change they want to transform and they recognize that there is a new world I recently took a trip to Boston to do a cloud force presentation and I was on the plane and I was tweeting and I was in my Facebook and saying hey I'm going to Boston I'm going to my favorite hotel I'm so excited I love this restaurant I want to get a table there I love this show in Boston I'm going to get seats there this is how I like my room I just can't wait to get to Boston and an amazing thing happened I got to Boston I got to the show I walk into the hotel they said Mr. Benioff we've been following you on Twitter we've been following you on Facebook thank you we got you your favorite table at the restaurant we got you your the best seats at the theater we put your room together exactly as you like it we put the smart water in your refrigerator you are set no that is not what happened for those of you who are traveling here you know what happened I got to the hotel I got to the front counter they said here's your keys I don't even know if they knew my name because we know that the opportunity to know more about our customers is greater than ever before that our opportunity to rebuild our front office systems it doesn't matter what industry we're in we can create a new way of doing business we can delight customers in a whole new way that's what we tried to do by the way with this presentation today we wanted to delight you in a whole new way that's why we got out there on the network because as Mark Zuckerberg has now created this incredible new word like that delighting customers is knowing who they are and what they like and is that what happened yesterday when Larry canceled our keynote you know he said okay now you can go on you know Thursday at six when everybody is gone you know is that what customers like I don't think so I don't think that he was in touch with the sentiment of the audience I don't think it creates good will I don't think it creates positivity I don't think it creates good energy I don't think it's good for the brand instead what can we do we can create a better relationship with our customers we can always offer another opinion we can always bring in a contrarian view and that's the three steps to creating this social enterprise creating that social enterprise profile creating the employee social network and the customer and product social network that's how all of you got here that's what we do every day that's what we're training our customers to do those are the technologies and the solutions we're not selling a proprietary mainframe we are selling a new way of business a new philosophy and I want to talk about that first step creating that customer social profile because we know that those vendors of ours they need to know more about us than ever before and that's why we created database.com it was a database for a new social enterprise I want to show you some of that I want to start talking now about technology I want to show you technology I want to show you customer advancements I want to give my voice a quick break I want to just go to one of our customers for the next 60 seconds Burberry where we're working on putting the social enterprise in place for them worldwide and Angela Arons who was on CNBC yesterday here is what she has to say about this philosophy the faster we move forward it becomes even more critical to look back and never forget who we are and never forget where we came from and what made this brand such a great global luxury brand today I run the company with Christopher Bailey our chief creative officer we had a vision and the vision was to be the first company who was fully digital end to end we are partnering with Salesforce to now take that vision and build this social enterprise the experience would be that a customer would have total access to Burberry across any device anywhere exactly the same feeling of the brand feeling of the culture regardless of where, when how they were accessing the brand everyone now can come into Burberry world and understand the journey and mission that Burberry is on and to any CEO who is skeptical at all you have to you have to create a social enterprise today you have to be totally connected with everyone who touches your brand if you don't do that I don't know what your business model is in five years so that's what we've been doing with Burberry we want to create a social enterprise for them, we want to create a social enterprise for you, we want to create a social enterprise for 100,000 customers and more around the world we want to show them these tools with Burberry we're showing them how to use chatter how to connect their stores how to connect their SAP back office applications we're showing them how to connect into their facebook page or their Twitter and to create these social enterprise profiles and bring in their investors and their stakeholders and everybody necessary to create a Burberry social enterprise and that power of creating that social enterprise profile is then complimented by how do we mobilize all of our employees we've demonstrated we can do it now we want to show our customers how they can do it there has never been a better way, a faster way and easier way to collaborate in the enterprise pioneered by Facebook we need a Facebook for the enterprise why do I know more about these strangers on my Facebook page and on my Twitter page than about my own employees about my own friends and in many cases my own family it's the nature of the technology that's so amazing so how do we put that in place so that we can have that collaborative power right inside inside our companies and that's why we've been so excited to see so many companies now embrace this 100,000 pain Salesforce chatter customers in about a year we've seen chatter become the leader in these employee social networks with profiles and status updates all the things they expect on Facebook but deeply integrated into their business processes with the security and scalability and trust that they expect from us and I want to show you that now and I've asked our chief marketing officer to join me up here Craig Swenson is our chief would you give him a round of applause for coming out here this morning Craig welcome great to have you thanks Mark so we wanted to give you a quick demonstration of this latest technology social collaboration for the enterprise which is of course Salesforce chatter so what you're seeing on the screen right now many of you who have seen this who are Salesforce customers in the room this is the Salesforce app this is the employee social network inside of a company you can see in the upper right hand portion of the screen we're in the chatter app for starters and that means all the core functions of social networking are represented the profiles, the feeds and the filters and of course the basis of every social enterprise is right here the user profile and so right inside of your company right here inside of chat you can see that the user profile it looks and feels like Facebook but it's private and secure for your company and one of the really cool things is that with chatter in employee social networking not only can you follow the activity of colleagues around your company so for example not only do you have this private and secure social network inside of your enterprise following your colleagues activity but it's deeply integrated with all of the business processes and the data so you can follow your customer account so you can follow your big deals or you can follow your critical support cases and then what happens is that everything you've registered interest for everything that's relevant to you inside of the company and it streams to you in real time right here inside of your chatter feed this is like the news feed for you personalized for you for your company so let me give you a couple examples right here at the top of the screen you can see that people are working together on an account plan and this is not just a sales wrap and a sales engineer these are people across the company check out right below this one of the amazing things that we've seen with our 100,000 chatter networks is that different departments are working together in entirely new ways this is a great example of sales and marketing working together on maybe even a YouTube campaign embedded video right here inside of the chatter feed now organizations can work together socially instead of being separated like maybe they would be with the org chart one of the really cool use cases is executives at meetings are in touch with people back at headquarters so people back at headquarters can be streaming information back to those executives and making them more effective right here in the sales meeting even the entire system is open that means that everything you're seeing here on this screen nothing is proprietary and closed third party systems and Oracle financial system can stream information right here into the chatter feed and it's deeply integrated with the sales force ok we're watching the Mark Benioff keynote salesforce.com as you know by now Mark Benioff tweeted out last night Larry has cancelled my keynote meet me at the St. Regis that's where they are looks like about 50 to 100 reporters and journalists and customers there John Furrier on the ground Benioff started off he apologized to Larry Ellison he said I want to apologize to Larry it was sort of a semi-apology it was sort of a lightweight apology but then he went on to say that Oracle open world is all about the next generation mainframe computer to me Benioff said this is not the next great thing we want to get away from proprietary hardware and software we want to move into the cloud we are not here to sell more traditional hardware and software and computers we're here to create growth we're here to create jobs that was the Benioff message to the audience he said we want to move away from lock in we want to move to the cloud and then he talked about waves in the industry he talked about how the minicomputer and he associated that with the industry leaders how the minicomputer was brought ushered in by Ken Olson in the PC era by Bill Gates and the cloud era by Sergey and Larry and then the mobile by Steve Jobs and now he's saying the social enterprise is essentially being catalyzed by Mark Zuckerberg and Facebook and he talked about the social enterprise and the time is now to build the social enterprise and he said that's what Salesforce is doing with its 100,000 plus customers John Furrier is on the ground he's been tweeting out he said he was drinking the Kool-Aid of the social media piece and what he means by that is essentially Larry Ellison canceled Mark Benioff's keynote technically he moved it to 8am the next day on Thursday but nobody wants to do that so effectively he canceled it is that Benioff said you know what I don't care we're going to reach as many people if not more with social media just like we do here on the cube we tend to reach 10 times the number of people who are at the live event so even though Benioff was addressing maybe you know one one hundredth of the number of people that he would have live at Oracle Open World he's got many many more people through the social networks we've got a big audience watching here and this will be documented for all time again using social media that's really what Furrier meant I know Mark you've been following Mark Risen Hopkins is joining me Mark you've been following all the action all the tweets what's your angle on this actually it's some of the stuff that I've been seeing we miss this perspective personally because we were at VMworld this year during Dreamforce but like Dennis Howlett says this is almost a direct one for one minus the Larry Ellison jabs for his Dreamforce keynote but still interesting stuff here are you following the Oracle Open World hashtag? well no I'm also following just some selected people like our wikibon and silicon angle analysts and writers here and one of the things that you and I miss but Alex Williams and Clint Finley both caught was a failed Mubarak reference being kicked out and comparing himself to Mubarak that was pretty funny so John has been he can't speak during the keynote he's up there on the front row but as soon as the sales and demonstrations are done he's going to try to break away but Mark is evangelizing the social movement open and not proprietary these are the things that Mark Benioff is focusing on pretty good counterpoint to the Oracle messaging definitely one of John's tweets the key stumbling block of social is algorithms for filtering and trust models maybe the social enterprise is behind the firewall type of thing where you can engender trust but I think the way Benioff is describing the social enterprise it seems very group force I think what Furrier is talking about is what's lacking is algorithms to essentially engender trust and influence the people that you want to be social with that you might not know and I know that's something that John has been working on and silicon angle has a big data project going on so that's really what he's alluding to there Benioff is really just hitting all the points Larry Ellison should have done in his opening keynote what can you do with big data that example where he spent about a minute and a half describing his check-in process coming in from the trip and all the things that the hotel clerk should have known about him what is it that we can do with some of our data analysis we can identify key segments of our audience well that's something that with the power of sales force other enterprise tools but Benioff is talking about sales force specifically you can create addressable customer segments and know everything you need to know to make a seamless customer service experience so we're watching the live keynote here it's demo city right now we've got the CMO of sales force on basically giving some examples of the social enterprise and what these guys are doing essentially the vision is to be able to connect with people within your company from any device anywhere anytime and it's interesting what Benioff gave that example when he's flying to Boston I want my favorite room my favorite table and he got there and everybody had it already well of course they didn't because people are busy they can't sit around watching Twitter all day they got customers to check in so maybe there's another missing link here Mark what do you think right I mean you can't expect everybody to be sitting there following Benioff's tweets right that's not a practical but what you can do is automate that now you're talking the data is all out there right use the data hey we've got a pretty high profile guest coming in if your follow count is over 50,000 I think that qualifies as high profile if your name is Benioff or Dell CEOs who tend to do a lot of tweeting the credit card that's on file that's spent in excess of 100 grand at your hotel maybe you want to pay attention to that what's the cost of a false positive there very low right somebody named Dell could get a great room so what makes him happy they'll be back even if it's not Michael Dell so Mark Benioff's back on why don't we go to Mark and hear what he has to say in the Midwest and I believe in that and we've worked very closely with NBCNBC and with their parent company NBCUniversal to help them create growth and with their new partner their new parent Comcast today for NBCUniversal and one of the reasons that we've been asked to come to the conference tomorrow and to present tomorrow morning as we're managing 2 million ad spots a year using this technology with NBCUniversal we've created that customer social profile we've shortened their sales cycles and we've given them a 300% return on their investment they want to profile that to their customers and I thought I would show you the video that we've put together for them for tomorrow for the CNBC conference so that you could see how CNBC is using